DB Wealth Management Group’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$12.3K Sell
2023
Q3
$21.4K Sell
2023
Q2
$41.5K Hold
2023
Q1
$43.1K Hold
2022
Q4
$46.7K Hold
2022
Q3
$44K Hold
2022
Q2
$43K Hold
2022
Q1
$47K Buy
2021
Q4
$19K Hold
2021
Q3
$16K Hold
2021
Q2
$15K Hold
2021
Q1
$15K Hold
2020
Q4
$16K Buy